Say the term model portfolio services, and ordinary investors may not know what they actually are. But model portfolios have been rising in popularity alongside multi-asset funds. Ricky Chan, ...
Models are having a moment … and not the runway kind. More advisors are turning to third-party model portfolios in order to save time and go after wealthier clients. More than 80% of fee-based ...
Asset manager Fidelity International has appointed Graham Folley as head of model portfolio service (MPS) and intermediary solutions, a newly ...
Total assets in platform model portfolio services (MPS) topped £100bn in 2022. This segment of the market has been growing strongly in recent years and we expect this to continue. There has been a ...
There are fewer more contentious issues in the world of wealth management than the fees charged to clients for the management of their portfolios. Increased scrutiny from regulators, from clients and ...
Model portfolios in the US have boosted the growth of exchange traded fund assets, as ETFs have cemented their place as an “important building block” for models, a report shows. Asset managers and ...
Financial advisers are famously clear about what matters when choosing a model portfolio service (MPS). If you believe the surveys, advisers pick their portfolios with all the clinical precision of ...
Simply sign up to the Exchange traded funds myFT Digest -- delivered directly to your inbox. BlackRock is poised for a record year in net inflows across its product suite, buoyed by its line-up of ...
This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...
Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...
The following model stock portfolio is focused on capital appreciation using institutional-quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...